Filed March 8, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $660,761 |
WILLIS TOWERS WATSON US LLC8 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 4250 EXECUTIVE SQUARE · LA JOLLA, CA 92037 | Actuarial | $154,097 |
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $146,984 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN Service code 28 P.O. BOX 27169 · NEW YORK, NY 10087 | Investment Management | $125,894 |
EARNEST PARTNERS, LLC1 year Filed as: EARNEST PARTNERS, LLC. Service code 28 · EIN 58-2386669 1180 PEACHTREE STREET NE · ATLANTA, GA 30309 | Investment Management | $104,136 |
US BANK9+ years Service code 18 · EIN 94-1234979 530 B STREET · SAN DIEGO, CA 92101 | Custodial (other than securities); Cu... | $51,346 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP. Service code 10 · EIN 91-0189318 P.O. BOX 101822 · PASADENA, CA 91189 | Accounting | $23,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 17.22% | 8.76%+8.5pp | 3.39%+13.8pp | 8.76%+8.5pp |
| Employer contribution / active EE | $774 | $16,664-95.4% | $31,780-97.6% | $16,664-95.4% |
| Participant deferral / active EE | $0 | $948-100.0% | $83-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |